FNDA vs SCHB

AFNDA

BSCHB

Measures won1–5SCHB wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · SCHB $16,377

Lowest cost0.03%SCHB · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common6.6%FNDA and SCHB

FNDA

SCHB

Schwab Fundamental U.S. Small Company Index ETF · $8.8BSchwab U.S. Broad Market ETF · $43.2B

+17.2%3 years · per year$16,098 · $17,991+21.6%

+6.8%5 years · per year$13,903 · $16,377+10.4%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

1.25%12-mo yield$125 · $109 on $10k1.09%

−9.4%Worst dropSmaller wins−8.9%

16.0%VolatilityLower wins13.8%

1–5SCHB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNDA · SCHB

0.2%CRWD0.3%

0.2%APP0.1%

0.1%PLTR0.5%

0.1%SNOW0.1%

Held in common6.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.8%	+9.7%	+21.6%	+10.4%	−8.9%	$43.2B
3	AFNDA	Schwab Fundamental U.S. Small Company Index ETFRead Desk	0.25%	1.25%	−0.1%	+13.5%	+16.9%	+17.2%	+6.8%	−9.4%	$8.8B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FNDA vs SCHB

FNDA

Schwab Fundamental U.S. Small Company Index

$13,903

SCHB

Schwab U.S. Broad Market

$16,377

MeasureFNDASCHB

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield1.25%1.09%

5 years, per year+6.8%+10.4%

3 years, per year+17.2%+21.6%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y16.0%13.8%

5–1measures won
SCHB first

6.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: FNDA, SCHB, VTV

Today

39.6%most shared, SCHB and VTV

FNDASCHBVTV

FNDA—6.6%0.3%

SCHB6.6%—39.6%

VTV0.3%39.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

SCHB$109 − $3 = $106

FNDA$125 − $25 = $100

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee